Filed July 6, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 201 ST. CHARLES AVE., SUITE 2420 · NEW ORLEANS, LA 70170 | Advisory (Plan) | $48,175 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,920 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,674 | $78,419+192.9% | $133,956+71.5% | $73,409+212.9% |
| Participation rate | 93.1% | 78.6%+14.5pp | 79.8%+13.3pp | 72.2%+20.9pp |
| Annual return | 20.02% | 33.35%-13.3pp | 45.09%-25.1pp | 59.29%-39.3pp |
| Employer contribution / active EE | $6,419 | $2,044+214.1% | $3,919+63.8% | $2,234+187.4% |
| Participant deferral / active EE | $5,189 | $3,925+32.2% | $5,048+2.8% | $3,805+36.3% |
| Admin fee / account holder | $221 | $161+36.7% | $8,927-97.5% | $158+39.7% |